QuickBooks HelpQuickBooksHelpIntuit

Handle a customer credit or overpayment in QuickBooks Online

SOLVEDby QuickBooks28Updated 7 days ago

Want to view this article in your local language?

Learn what to do in QuickBooks Online when a customer overpays you.

Customers can pay you too much for several reasons. When this happens, you can use the credit toward an invoice, refund the customer, or enter the overpayment as a tip in QuickBooks.

Option 1: Apply the credit to an invoice

Apply the credit to an invoice you already created

  1. Select + New.
  2. Select Receive payment.
  3. Select the Customer, then the credit and the invoice.
  4. Select another pending invoice and enter the overpayment amount in the Amount received.
  5. Select Save and new or Save and close.

Apply the credit to a new invoice

  1. Select + New.
  2. Select Invoice.
  3. Create the invoice.
  4. Select + New. Then select Receive payment.
  5. Select the credit and then Save and new or Save and close.

Option 2: Refund the customer for the overpayment

If your customer overpaid you on accident, you can give them a refund.

Was this helpful?

You must sign in to vote, reply, or post

Sign in now for personalized help

See articles customized for your product and join our large community of QuickBooks users.